American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q2 2022
Institutional positions in American Express Co as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,975
- −64 vs. Q1 2022
- Shares held
- 634.3M
- −3.72M (−0.6%) vs. Q1 2022
- Total value
- $88.0B
- −$31.3B (−26.2%) vs. Q1 2022
- New holders
- 117
- 708 more added
- Sold out
- 181
- 766 more reduced
28 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 325 | $45.0K | 0.03% | +325 | New |
| FAI Wealth Management | 340 | $47.0K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 348 | $48.0K | 0.04% | +14+4.2% | Added |
| Castleview Partners, LLC | 957 | $48.9K | 0.05% | +575+150.5% | Added |
| TD Ameritrade Investment Management, LLC | 351 | $49.0K | 0.00% | −213−37.8% | Reduced |
| State of Wyoming | 359 | $50.0K | 0.03% | −740−67.3% | Reduced |
| Tacita Capital Inc | 360 | $50.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 361 | $50.0K | 0.02% | +20+5.9% | Added |
| Creative Financial Designs Inc | 372 | $52.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 375 | $52.0K | 0.03% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 297 | $52.0K | 0.00% | +297 | New |
| Lee Financial Co | 379 | $53.0K | 0.01% | −5−1.3% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $53.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 282 | $53.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 396 | $55.0K | 0.02% | +1+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 403 | $56.0K | 0.01% | −173−30.0% | Reduced |
| Coastal Capital Group, Inc. | 406 | $56.0K | 0.02% | −88−17.8% | Reduced |
| PSI Advisors, LLC | 412 | $57.0K | 0.03% | −150−26.7% | Reduced |
| Pinnacle Bancorp, Inc. | 420 | $58.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 421 | $58.4K | 0.02% | −16−3.7% | Reduced |
| Field & Main Bank | 423 | $59.0K | 0.04% | +23+5.8% | Added |
| Neo Ivy Capital Management | 437 | $60.0K | 0.16% | +437 | New |
| Riverview Trust Co | 446 | $62.0K | 0.05% | −176−28.3% | Reduced |
| Jones Financial Companies LLLP | 447 | $62.0K | 0.00% | −140−23.9% | Reduced |
| Core Alternative Capital | 448 | $62.0K | 0.01% | −20−4.3% | Reduced |
| Pacific Center for Financial Services | 450 | $62.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 450 | $63.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 470 | $65.0K | 0.00% | −171−26.7% | Reduced |
| AlphaMark Advisors, LLC | 468 | $65.0K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 479 | $66.0K | 0.02% | −123−20.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 493 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $69.0K | 0.00% | −11,920−96.0% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $69.0K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 502 | $69.7K | 0.03% | +502 | New |
| New Millennium Group LLC | 506 | $70.0K | 0.07% | +506 | New |
| Baystate Wealth Management LLC | 512 | $71.0K | 0.01% | +1+0.2% | Added |
| Charter Oak Capital Management, LLC | 528 | $73.0K | 0.01% | −90−14.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 532 | $74.0K | 0.04% | −912−63.2% | Reduced |
| Raffa Wealth Management, LLC | 545 | $75.5K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 550 | $76.0K | 0.03% | +50+10.0% | Added |
| Dividend Assets Capital, LLC | 565 | $78.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 560 | $78.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 570 | $79.0K | 0.02% | +570 | New |
| American State Bank (Iowa) | 570 | $79.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 591 | $82.0K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 588 | $82.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 600 | $83.0K | 0.08% | −50−7.7% | Reduced |
| Money Concepts Capital Corp | 595 | $84.0K | 0.01% | −2,908−83.0% | Reduced |
| Savior LLC | 624 | $86.0K | 0.08% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 619 | $86.0K | 0.07% | +619 | New |
| Fieldpoint Private Securities, LLC | 648 | $90.0K | 0.03% | −518−44.4% | Reduced |
| Arlington Partners LLC | 658 | $91.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 665 | $92.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 672 | $93.0K | 0.01% | +571+565.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $95.0K | 0.07% | 00.0% | Unchanged |
| Avion Wealth | 687 | $95.0K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 711 | $98.0K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 717 | $99.0K | 0.01% | −3−0.4% | Reduced |
| Baron Financial Group, LLC | 721 | $99.9K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 723 | $100.0K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 728 | $101.0K | 0.05% | −350−32.5% | Reduced |
| Prestige Wealth Management Group LLC | 740 | $103.0K | 0.03% | −128−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 745 | $103.0K | 0.03% | +334+81.3% | Added |
| Archer Investment Corp | 750 | $104.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 747 | $104.0K | 0.12% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 763 | $106.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 768 | $107.0K | 0.09% | −178−18.8% | Reduced |
| Godsey & Gibb Associates | 785 | $109.0K | 0.06% | +305+63.5% | Added |
| First Financial Corp | 795 | $110.0K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 809 | $112.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 814 | $112.9K | 0.06% | +1+0.1% | Added |
| Rock Creek Group, LP | 813 | $113.0K | 0.01% | +288+54.9% | Added |
| Ancora Advisors, LLC | 821 | $114.0K | 0.00% | +8+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 826 | $114.0K | 0.06% | +826 | New |
| Sycomore Asset Management | 816 | $116.0K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 865 | $120.0K | 0.09% | 00.0% | Unchanged |
| West Branch Capital LLC | 884 | $123.0K | 0.07% | 00.0% | Unchanged |
| Orion Capital Management LLC | 899 | $125.0K | 0.10% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 915 | $126.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 925 | $128.0K | 0.03% | −135−12.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 949 | $132.0K | 0.08% | +20+2.2% | Added |
| Pacer Advisors, Inc. | 971 | $135.0K | 0.00% | −30,614−96.9% | Reduced |
| Nomura Holdings Inc | 953 | $136.0K | 0.00% | −32,253−97.1% | Reduced |
| Eagle Bay Advisors LLC | 999 | $138.4K | 0.08% | +999 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $139.0K | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $139.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,019 | $141.0K | 0.00% | +25+2.5% | Added |
| Quent Capital, LLC | 1,030 | $143.0K | 0.03% | +11+1.1% | Added |
| Key Financial Inc | 1,040 | $146.0K | 0.08% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,059 | $147.0K | 0.12% | −58−5.2% | Reduced |
| Surevest, LLC | 1,066 | $148.0K | 0.04% | +132+14.1% | Added |
| Bank of New Hampshire | 1,075 | $149.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,108 | $154.0K | 0.09% | +1+0.1% | Added |
| Financial Management Professionals, Inc. | 1,122 | $156.0K | 0.04% | +76+7.3% | Added |
| Raleigh Capital Management Inc. | 1,128 | $156.0K | 0.09% | +216+23.7% | Added |
| CNB Bank | 1,140 | $158.0K | 0.10% | −50−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,157 | $160.0K | 0.02% | −77−6.2% | Reduced |
| Valley National Advisers Inc | 1,176 | $166.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,206 | $167.0K | 0.05% | +131+12.2% | Added |